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Bleakley Financial Group, LLC: WY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bleakley Financial Group, LLC on WY, newest first. How the timeline and the estimate are built.

Bleakley Financial Group, LLC held 156,889 WY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,889 shares
    Change vs previous 13F +37,256 shares

    0.05% of the 13F portfolio, value $3,755,919.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 119,633 shares
    Change vs previous 13F +24,823 shares

    0.05% of the 13F portfolio, value $2,922,629.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 94,810 shares
    Change vs previous 13F +21,801 shares

    0.04% of the 13F portfolio, value $2,246,054.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 73,009 shares
    Change vs previous 13F +17,972 shares

    0.04% of the 13F portfolio, value $1,809,885.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 55,037 shares
    Change vs previous 13F +15,008 shares

    0.04% of the 13F portfolio, value $1,413,897.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,029 shares
    Change vs previous 13F +32,280 shares

    0.04% of the 13F portfolio, value $1,172,061.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,749 shares
    Change vs previous 13F -952 shares

    0.01% of the 13F portfolio, value $218,128.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,701 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,615.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).